The Assets: Tax planning
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February 3, 2016Rise of the Machines: Tax-Loss Apocalypse?Advisors argue clients benefit from human intervention in harvesting losses.No Comments
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January 12, 2016Tax Thresholds and Obamacare Penalties RiseInflation pushes up tax brackets while Affordable Care Act gets stricter on non-participants.No Comments
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December 31, 2015Timing Crucial for Successful Client Tax Loss HarvestingWhat should be a year-long process is often left by advisors until the last minute. Inform your clients about year-end capital gains offset decisions now.No Comments
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December 14, 2015Tax Savings for High-Net-Worth Clients, Obscure EditionSome deductions are well known; others have to be drawn out by tax nerds.No Comments
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Social Security StrategiesFinancial Advisor IQ Education presents this webcast on how advisors can guide their clients through the important and often complex decisions surrounding their social security benefits. This presentation is worth 1 CFP credit upon the successful completion of a 10-question quiz.
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September 24, 2015FAs as Info-Getters for Clients with Sudden DisabilitiesAn unexpected diagnosis can raise a host of financial and work-related worries.No Comments
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July 21, 2015Financial Planning for the New Realities of MarriageAdvisors tell how last month’s SCOTUS decision impacts clients.No Comments
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July 9, 2015Three Retirement Loopholes That Are Likely to Close SoonLawmakers want to shut several workarounds FAs have come to rely on.No Comments
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June 9, 2015Don’t Let Clients Fret Over “Anti 1%” MeasuresRestrictions on wealth creation are cyclical — and no reason to leave the country.No Comments
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June 3, 2015You Can Help Make Your Clients’ Giving SmarterOpening a checkbook is generous, but not always efficient or sustainable.No Comments
